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JVMAX vs MCVAX
JVMAX vs MCVAX Comparison
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JVMAX vs MCVAX Comparison Chart in %
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JVMAX vs. MCVAX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMAX is a Hold and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. MCVAX (739M). MCVAX pays higher dividends than JVMAX: MCVAX (1.24) vs JVMAX (0.52). JVMAX was incepted earlier than MCVAX: JVMAX (29 years) vs MCVAX (12 years). MCVAX (1.18) is less costly to investors than JVMAX (1.11). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). MCVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and MCVAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 7.16 vs. MCVAX (-6.28). JVMAX return over 5 years is better than : 7.91 vs. MCVAX (-27.38).
| JVMAX | MCVAX | JVMAX / MCVAX | |
| Total Expense Ratio | 1.10 | 1.18 | 93% |
| Annual Report Gross Expense Ratio | 1.11 | 1.18 | 94% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 8.731 | 1.722 | 507% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 739M | 3,099% |
| Annual Yield % from dividends | 0.52 | 1.24 | 42% |
| Returns for 1 year | 7.16 | -6.28 | -114% |
| Returns for 3 years | 19.12 | 0.68 | 2,816% |
| Returns for 5 years | 7.91 | -27.38 | -29% |
| Returns for 10 years | 56.81 | -6.35 | -895% |
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